Logiwa helps managers to adapt their current contracts to automated billing functionality. Here are the quick check-list for your billing operations;
Review your current billing contracts
Billing periods
Activities that will be charged for the client
Activity rates and the charge conditions
Create a billing form to automate your contracts
Use the VAS(Value Added Services) Operations screens to populate the data
Running the parallel calculation to ensure your billing amount accuracy
Share the generated invoices with your clients
Review your current billing contracts
To automate the billing contracts, the first step is to review your current contract. Logiwa needs these data to automate your contract with no difficulty;
Billing Periods: The duration between 2 bills.
Activities that will be charged for the client: The list of the activities that your client agrees to be charged.
Activity rates and the charge conditions: The charging rate for the pre-agreed activities and the special conditions for these charges.
Let's assume you have a contract that includes these terms;
...
The PROVIDER shall provide a bi-monthly invoice for services to the client...
...
The OWNER has the right to audit during normal business hours by providing 30 days notice to inspect the goods, audit records, and accounts pertaining to the OWNER’s operation while accompanied by The PROVIDER's personnel. To be billed at a rate of 5.40 per hour this Agreement...
...
The PROVIDER charges the transactions that are related to The OWNER for the following operations;
Fulfillment Service Quote | Service Fee |
Storage fee per pallet (fragile products) | $25.00 |
Storage fee per pallet (other products) | $15.00 |
Pick fee per unit | $0.45 |
Pack fee per order | $0.50 |
Receiving fee per unit | $0.05 |
...
In this case, the billing period that you should use within the Logiwa is bi-monthly.
Activities that will be charged to the client are;
Storage
Pick & Pack
Receiving
VAS (Audit)
And finally, the rates and conditions;
Storage
for fragile > $25
for others > $15
Pick & Pack
pick per unit > $0.45
pack per order > $0.50
Receiving
per unit > $0.05
VAS
to be billed if performed any within the period > $5.40 per hour
Create a billing form to automate your contracts
To automate this process, create a billing form on Logiwa using the previously summarized billing contract lines.
To follow up on our example, these contract inputs are;
The period is bi-monthly
Rates and conditions;
Storage
for fragile > $25
for others > $15
Pick & Pack
pick per unit > $0.45
pack per order > $0.50
Receiving
per unit > $0.05
VAS
to be billed if performed any within the period > $5.40 per hour
To learn how to create a billing form, please read this article.
Use the VAS Operations screens to populate the data
The VAS Operations are explained in this article. To learn more about this process, please read the article first.
This example includes a VAS operation (audit operation) that will be demanded by the client.
To learn how to create a VAS type for this action, and how to add a VAS operation please read the related articles.
Running the parallel calculation to ensure your billing amount accuracy
Before the complete transition to the functional billing automation, we highly recommend running a parallel calculation to compare the created billing form's calculation amount with your manual calculation.
This transition will help you to detect any forgotten fees and conditions. During this period you can always use the manual calculation to compare the system with your legacy method.
Share the generated invoices with your clients
After the full transition to automation, the last step is sharing the billing documents. Currently, Logiwa offers two different methods to share your invoices.
Sharing via the client portal is available through user invitation. To learn how to invite your clients into Logiwa, please read this article, Manage User Access for 3PL Clients
Sharing via the exported file is also an option. To learn how to export your invoices, please read this article
What's Next?
To get brief information about the 3PL billing process, please read this article
Want to dive into more details? Check the complete list of the available billing options in Logiwa!
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